Ridgeline Wealth Planning’s Walmart Inc WMT Stock Holding History

Ridgeline Wealth Planning’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$334K	Sell	2,948 -28	-0.9%	-$3.48K	0.21%	38
2026 Q1	$370K	Sell	2,976 -487	-14%	-$59.8K	0.27%	41
2025 Q4	$386K	Buy	3,463 +436	+14%	+$46.8K	0.28%	35
2025 Q3	$312K	Sell	3,027 -61	-2%	-$6.07K	0.23%	36
2025 Q2	$302K	Buy	3,088 +360	+13%	+$34.3K	0.25%	33
2025 Q1	$239K	Sell	2,728 -67	-2%	-$6.29K	0.24%	34
2024 Q4	$253K	Buy	+2,795	New	+$243K	0.24%	32

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ridgeline Wealth Planning's WMT Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its Walmart Inc (WMT) stake by 0.94% in Q2 2026, selling an estimated $3.48K and leaving 2,948 shares worth $334K. The position accounts for 0.21% of the portfolio, ranked #38.

Ridgeline Wealth Planning first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $386K in Q4 2025. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Ridgeline Wealth Planning held 2,948 shares of Walmart Inc worth $334K as of Q2 2026.
Ridgeline Wealth Planning sold 28 Walmart Inc shares in Q2 2026, an estimated $3.48K.
Walmart Inc made up 0.21% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #38 holding.
Ridgeline Wealth Planning first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth Planning's Walmart Inc position peaked at $386K in Q4 2025.
2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.